In Alma analytics, "Physical Items" subject area, add "Process Type Status" field
We would like to easily report on how many and which items are currently under each process type status (sometimes also called "work order status"). Currently, this field is only available in analytics in the "Physical Items Historical Events" subject area, and it is difficult to extract the current status of an item. See also related NERS Requests #7177, #7242
See attached file for clarification of the somewhat confusing terminology in this area of Alma
Ariel Lock
shared this idea
AdminShoshana de la Fuente
(Product Manager, Esploro Repository, Ex Libris)
responded
Dear Colleagues,
As I previously wrote, you can use the Item Work Order Department Status Change folder in the Physical Items Historical Events subject area to report on "how many and which items are currently under each process type status". For current status, you can either filter by "Work Order Next Status" is empty or by "Event End Date is Empty".
As we have not heard from you since, we understand that this covers your request.
All the best,
Shoshana de la Fuente
Senior Product Owner
Library Solutions Analytics
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Dear Colleagues,
In order to report on "how many and which items are currently under each process type status", you can use the Item Work Order Department Status Change folder in the Physical Items Historical Events subject area. For current status, you can either filter by "Work Order Next Status" is empty or by "Event End Date is Empty".
Please see an example in the attachment.
There are many report options available through the Physical Items Historical Events SA. Just make sure that you don't mix fields from the different Events folders.
In order to understand your need for the events in the Physical Items subject area, please provide use cases for reports that are not currently available.All the best,
Shoshana -
Simon Hunt
commented
This would be very useful in the Physical Items SA! In addition to the Physical Items Historical Events SA, you can currently access these via the Requests SA. They are defined as:
"Request Details"."Current Process" = WorkOrderDepartment
"Request Type"."Request Type Description" = [In Process Type/Work Order Type" in Alma]
"Request Details"."Status (latest step)" = [Process Type Status/Work Order Status]Porting those three fields to the Physical Items SA would be very helpful.
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Joe Montibello commented
Yes, adding this field to Physical Items would be great!
